Application and experience review
Review work history, role relevance, stated skills, availability, and the information needed to understand the candidate’s fit.
Role-relevant evaluation
Vetting narrows the field; it does not replace the client’s interview, references or checks appropriate to a specific engagement.
Review work history, role relevance, stated skills, availability, and the information needed to understand the candidate’s fit.
Discuss experience, remote-work habits, written and live communication, schedule, expectations, and examples of past decisions.
Use work samples, walkthroughs, practical scenarios, or skills assessment appropriate to the role. The method should match the work rather than reuse one generic test.
Confirm familiarity with the client’s required systems or the ability to learn them, along with expectations for documentation and secure access.
Confirm actual workday overlap, weekly capacity, start timing, and whether the engagement structure fits both sides.
The client validates fit, asks role-specific questions, and makes the final selection. Additional references or checks should be agreed when appropriate.